The Portal. Quick Start Guide

Transcription

1 The Portal Quick Start Guide

2 Quick Start Guide The Portal Confidential to CoreLogic The recipient of this document agrees that at all times and notwithstanding any other agreement or understanding, it will hold in strict confidence and not disclose the contents of this document to any third party and will use this document for no purpose other than evaluating or pursuing a business relationship with CoreLogic. No material herein may be reproduced, in whole or in part, by any means without the express written consent of CoreLogic. Unauthorized distribution is strictly prohibited. ii

3 Table of Contents Quick Start Guide The Portal Introduction... 1 Welcome to The Portal... 1 Notification Notification... 2 Unsubscribe... 2 Welcome Tab... 3 Agent Information... 3 Slideshow... 3 Portal Greeting... 3 Direct s and Reports... 3 Recent Notes... 3 Listing Folders... 4 My Searches... 4 Auto Searches... 4 Properties Tab... 5 Search... 5 Map Shapes (Add)... 5 Map Shapes (Edit)... 5 Map Shapes (Delete)... 5 Save... 5 Clusters... 5 Jump to a location... 6 Recenter Map... 6 Map Layers... 6 View Listings... 6 Display... 6 Continued iii

4 Quick Start Guide The Portal Ruler (Add)... 6 Ruler (Edit)... 6 Ruler (Delete)... 6 Legend... 6 Listings... 7 Listing Folder (Add to)... 7 Listing Folder (Remove from)... 7 Listing Folder (View)... 7 Listing Note (Add)... 7 Photo Icon... 8 Map Icon... 8 Listing Actions... 8 Scroll Bar... 8 Listings (Full Display)... 8 Listing Note Panel... 9 Listing Photos... 9 Listing Map... 9 iv

5 Introduction Quick Start Guide The Portal Welcome to The Portal Your Portal is a repository for information shared between you and your agent. It s a central location that organizes Auto Searches, Reports and Selected Listings in a way that helps you better manage each of them going forward. Your Portal also allows you to create, and save, your own Custom Searches. It s a communication tool that, through or listing notes, connects you with your agent whenever additional property information is required. And, finally, because your Portal is dynamic, you re always viewing live, up-to-the-minute data. So, whether there s been a change in listing price or, perhaps, an updated public remark, you ll see it all in real-time. So, let s explore, in detail, each of the features that will come to make your Portal experience a productive one. Enjoy. 1

6 Notification Quick Start Guide The Portal Notification 1 Sign in to the application (i.e., Outlook, Gmail, Hotmail etc.) where you are currently receiving from your agent. 2 Open the message that appears from your agent. 3 Click this link to open your Portal. 1 2 Unsubscribe 1 Click this link to open your unsubscribe options. 2 Select an option. Option 1: If you are currently subscribed to one, or more, Auto s, select this option to unsubscribe from the one that you are currently being notified of. Option 2: If you are currently subscribed to multiple Auto s from multiple agents, select this option to unsubscribe from all Auto s sent on behalf of the agent currently notifying you. Option 3: If you are currently subscribed to multiple Auto s from multiple agents, select this option to unsubscribe from all Auto s sent by all agents. Note: if available, any additional comments (optional) are logged for internal use and are not visible to your agent Click the unsubscribe button. Note: an message confirming that you have unsubscribed will automatically be sent to your agent. You will need to contact your agent to re-subscribe. 2

7 Welcome Tab Quick Start Guide The Portal Agent Information 1 Displays your agent s contact information. Note: if a, Portal Greeting is available, use the, show icon and the, hide icon to toggle its visibility Slideshow 2 Automatically rotates listings that you have added to your, Favorites or, Possibilities folder. Note: if you have not added any listings to your, Favorites folder, the slideshow will present listings from your, Possibilities folder. If no, Possibilities exist, the slideshow will not be visible. Note: click the, Back, Pause or, Forward icons to control the slideshow. 4 5 Portal Greeting 3 If available, displays a welcome message added by your agent. Note: click the icon in the corner to close the, Portal Greeting (see, Agent Information in the, Welcome Tab section to toggle its visibility). Direct s and Reports 4 Click any link to display information sent directly, to you, from your agent. Note: displays 20 items before a, Show more link appears at the bottom. Note: filter results by selecting an item from the, Show dropdown list in the, Direct s and Reports section header (shows, All by default). Note: icons represent, Direct and Report types including: CMA s, Driving Directions, Selected Listings, Stats or Custom Reports. Note: clicking a Driving Directions or Stats link will open a new tab. Note: clicking a CMA or Report link will open an external.pdf file. Recent Notes 5 Displays the most recent 3 notes to, and from, your agent for up to 10 listings. Listings with Unread Notes: click this link to display only listings with unread notes. Listings with Notes: click this link to display all listings with read, and/or unread notes. Note: see, "Listing Notes" in the "Properties Tab" section for more information. 3

8 Quick Start Guide The Portal Listing Folders 6 Contain a collection of listings according to how you organized them. Favorites: click the, Favorites icon to view listings you ve added as a favorite. Possibilities: click the, Possibilities icon to view listings you ve added as a possibility. Discarded: click the, Discarded icon to view listings you ve discarded. Note: see, Listing Folder (Add to) in the, Properties Tab section for more information My Searches 7 Displays a list of the custom saved searches you have created in the Portal. Click the link to view your results. Note: clicking on a custom saved search link, then updating and saving it with the same, or new, name will overwrite the original custom saved search. Note: click the, delete icon to permanently delete a custom saved search. Auto Searches 8 Initially set up by your agent, this list displays searches automatically ed to you when new listings that meet your criteria appear on the system. Click the link to view your results. Note: bold links represent Auto Searches with new listings that have not yet been viewed. Note: icons represent various, Auto Search types. 4

9 Properties Tab Quick Start Guide The Portal Search 1 Click the, Search button to display available search criteria options. Note: where applicable, use textbox ranges such as, Year Built : (for years between 1995 and 2013), (for years greater than, and including, 1995) or (for years less than, and including, 2013) Map Shapes (Add) 6 2 Isolate your search to specific areas on the map by selecting either the radius tool, the rectangle tool or by using a combination of both. Note: click a shape to enable it then click and drag your cursor over the map to isolate a specific area. Map Shapes (Edit) 3 Hover your cursor over the edge of a shape then, when a dot appears, click and drag the border to its new position. Map Shapes (Delete) 4 Hover your cursor over the red dot then, from the pop-up, click the, Delete Shape link. Save 5 Click the, Save button to save the custom search you created. Note: see, My Searches in the, Welcome Tab section for more information. Clusters 6 Clusters are a collection of listings that are grouped together, by area, when there are too many listings to display on the map. Click any cluster to zoom in and display listings in that area. Note: some clusters may contain additional clusters. 5

10 Quick Start Guide The Portal Jump to a location 7 Type a location such as a city or street name to quickly jump to a specific map area Note: select the correct location from the modal pop-up window if there are multiple results returned. Recenter Map 8 Click the, Recenter Map icon to set the map to its default position Map Layers 9 Click the, Map Layers icon to display various layer options (such as, Points of Interest including banks, fire stations, police stations, libraries and post offices etc.). Note: you may be prompted to zoom in on the map to enable select options. View Listings 10 Click this button to display a collection of s with listings or view listings with notes sent between you and your agent. Display 11 Click the, Display button to change how the results are currently being displayed. Ruler (Add) 12 Click the, Ruler link then click two points on the map to measure the approximate distance between both. Ruler (Edit) 13 Hover either end of the ruler shape then click and drag the line to update its distance. Ruler (Delete) 14 Hover the numerical distance displayed then, from the pop-up, click the, Delete Shape link. Legend 15 Click the, Legend link to display map marker color definitions. 6

11 Quick Start Guide The Portal Listings 1 Portal listings are ordered according to their relevance (see below). Click the, Listing Number to open a full display. First: newly arrived listings that have not yet been viewed. Next: existing listings that have not yet been viewed. Last: viewed listings. Note: listings that have not yet been viewed and are, by default, less than 72 hours old are highlighted and have bold listing numbers. Listings that are, by default greater than 72 hours old and have not yet been viewed are represented by just bold listing numbers. 5 Listing Folder (Add to) 2 Categorize any listing by adding it to one of the following three folders: Favorite: click to highlight the, Favorite icon if this is a listing you would like to continue to watch and follow up on with your agent. Possibility: click to highlight the, Possibility icon if this is a listing you would like to continue to watch and possibly follow up on with your agent. Discard: click to highlight the, Discard icon if this is not a listing you are interested in Listing Folder (Remove from) 3 Click the, Favorite, Possibility or, Discard icon to remove the listing from its current folder. Note: once the listing is removed, the selected icon will appear in an OFF state. Listing Folder (View) 4 Click a listing folder button to display its contents. Favorites: click the, Favorites icon to view listings you ve added as a favorite. Possibilities: click the, Possibilities icon to view listings you ve added as a possibility. Discarded: click the, Discarded icon to view listings you ve discarded. Note: numerical value indicates the number of listings contained in folder. Note: see Listing Folder (Remove from) in the, Properties Tab section for more information. Listing Note (Add) 5 Click the empty, Note icon to open a listing and create a note for it. Note: listings with notes are indicated by a highlighted note icon. Note: listings with unread notes are indicated by a note with an asterisk icon. Note: see, Listing Notes Panel in the, Properties Tab section for more information. 7

12 Quick Start Guide The Portal Photo Icon 6 Click the, Photo icon to open listing photos in a pop-up modal window. Note: see, Listing Photos in the, Properties Tab section for more information. Map Icon 7 Click the, Map icon to view where this listing is located on a map. Note: see, Listing Map in the, Properties Tab section for more information. Listing Actions Select one, or more, listings to activate the following actions: 8 Print: click the, Print link to open your print options dialogue box as well as the selected listing(s) in a new browser window. click the, link to send the selected listing(s), with a mandatory message, to your agent. Mark as Viewed: click the, Mark as Viewed link to un-bold the listing number. Scroll Bar 9 Click, and drag, the scroll bar to resize the map and property details viewing areas. Listings (Full Display) 1 Click the, Note icon to open the, Listing Note Panel. Note: see, Note Listing Panel in the, Properties Tab section for more information Click the, Favorite, Possibility or, Discard icon to add, or remove, the listing from its current folder. Note: see, Listing Folder (Add to) or, Listing Folder (Remove From) in the, Properties Tab section for more information. 3 Click the, Photo icon to open listing photos in a pop-up modal window. Note: see, Listing Photos in the, Properties Tab section for more information. 4 Click the, Map icon to view where this listing is located on a map. Note: see, Listing Map in the, Properties Tab section for more information. 8

13 Quick Start Guide The Portal Listing Note Panel 5 Enter the message that you would like to send to your agent. Note: maximum 500 characters. 6 Click the, Add Note button Displays, sequentially, the conversation notes between you and your agent. 6 8 Listing Photos Hover over the main listing photo and click either arrow to cycle through the photos. 9 Displays the number of photos available. 10 Click the main listing photo, or the, Expand icon to open photos in a modal pop-up window. 11 Click the, New Window icon to open photos in a new window. 12 Click the, Play/Pause icons to control the photo slideshow. 13 Close the display. Listing Map 1 Click the map marker to view a thumbnail pop-up of your listing Click the, Zoom controls to zoom in to or out of your listing or, if available, your mouse wheel to scroll. 3 Click the arrow to select a, Road or, Bird s eye view. 1 Note: when the Bird s eye view is displayed, you can rotate the view, by clicking the directional control beside the zoom controls. 4 4 Click the, Ruler link then click two points on the map to measure the approximate distance between both. 5 6 Note: hover either end of the ruler shape then click and drag the line to update its distance. Note: hover the numerical distance displayed then, from the pop-up, click the, Delete Shape link. 5 Click the, Legend link to display map marker color definitions. 6 Click the, Google Street View tab (where available) to display a street level view of this listing. Navigate the area by clicking the image and moving your mouse. 9

14 Quick Start Guide The Portal 2013 CoreLogic, Inc. All rights reserved. CORELOGIC and the CoreLogic logo are trademarks of CoreLogic, Inc. and/or its subsidiaries. In Canada, the trademarks MLS, Multiple Listing Services and the associated logos are owned by The Canadian Real Estate Association (CREA) and identify the quality of services provided by real estate professionals who are members of CREA. All other trademarks are the property of their respective holders. 19-PRTLQSG corelogic.com